12019/2020 Turbo Tax Guide Investor EditionThis information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss yourspecific tax issues with a qualified tax advisor.
If you use TurboTax , you will be able to import the belowinformation shown on your original or corrected 1099 TaxInformation Statement directly into the software.Specific statement information available for download includes:1099-DIV: Dividends and Distributions1099-INT: Interest Income1099-MISC: Miscellaneous Income, except for Line 3 (Other income)1099-B: Proceeds from Broker and Barter Exchange Transactions1099-OID: Original Issue Discount1099-RSpecific statement information NOT available for download includes:1099-Q5498-IRA5498-ESAYou will need to have an active Account View profile to upload your tax data intoTurboTax . Forms will be available for download once all of the forms for youraccount(s) are available. We recommend you wait to download your tax statementsuntil you have received all tax statements in the mail to compare the data and ensurethe TurboTax download is complete and accurate.For technical questions, please contact Intuit TurboTax or visithttp://turbotax.intuit.com/support/22019/2020 Turbo Tax Guide Investor EditionThis information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss yourspecific tax issues with a qualified tax advisor.
344What’s New with Turbo Tax 2019/2020?Accessing Turbo Tax7891012131099 – DIV1099 – INT1099 – B1099 – MISC1099 – OID1099 – R15Turbo Tax – Frequently Asked Questions2019/2020 Turbo Tax Guide Investor EditionThis information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss yourspecific tax issues with a qualified tax advisor.
Tax StatementsChanges1099 - DIVNo Changes1099 - INTNo Changes1099 - BBox 12 has Switched with Box 3 / New Checkbox Added to Box 3In order to support the inclusion of a new checkbox to indicate thatForm 1099-B is reporting the disposal of a QOF investment, thecontents of Boxes 3 and 12 have been switched. Box 12 nowcontains the checkbox to indicate the basis reported in Box 1e isbeing reported to the IRS. New Box 3 now contains checkboxes forCollectible and QOF reporting. If reporting either investment type,use the checkbox to indicate so. –1099 - MISCNo Changes1099 - OIDNo Changes1099 - RNo Changes1. Open TurboTax 2019.2. Click ‘File,’ and go to ‘Import’ and select ‘From Financial Institution.’42019/2020 Turbo Tax Guide Investor EditionThis information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss yourspecific tax issues with a qualified tax advisor.
3. Type in ‘LPL Financial’ in the ‘I’m looking for’ field of the ‘Let Us Enter Your Bank and Brokerage TaxDocuments’ page.4. Enter your Account View username and password in the ‘Sign on to LPL Financial’ page. Click‘Continue.’Note: You must have an Account View account setup prior to signing in and importing taxforms into TurboTax52019/2020 Turbo Tax Guide Investor EditionThis information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss yourspecific tax issues with a qualified tax advisor.
5. All client’s 1099 form (1099-R, -DIV, -OID, -MISC, -B) will be populated in the ‘These Documents AreNow Ready for Import’ Page. Click ‘Import Now’ to complete.Note: Turbo Tax doesn’t support 1099-Q, REMIC, and WHFIT (including WHMT). Pleasereconcile this information with your hard copy tax statements received through the mail.62019/2020 Turbo Tax Guide Investor EditionThis information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss yourspecific tax issues with a qualified tax advisor.
1. Click on the ‘Federal Taxes’ tab and click ‘Continue.’2. Click on ‘I’ll choose what I work on’ on the next page ‘How do you want to enter your income?’3. Click on ‘Update’ next to ‘Dividends on 1099-DIV’ under ‘Interest and Dividends’ section.4. Click ‘Edit’ to review full details of 1099-DIV (‘My form has info in more than just these boxes (this isuncommon)’ is required to check).72019/2020 Turbo Tax Guide Investor EditionThis information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss yourspecific tax issues with a qualified tax advisor.
1. Click on the ‘Federal Taxes’ tab and click ‘Continue.’2. Click on ‘I’ll choose what I work on’ on the next page ‘How do you want to enter your income?’3. Click on ‘Update’ next to ‘Interest on 1099-INT’ under the ‘Interest and Dividends’ section4. Click ‘Edit’ to review full details of 1099-INT (‘My form has info in more than just these boxes (this isuncommon)’ is required to check).82019/2020 Turbo Tax Guide Investor EditionThis information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss yourspecific tax issues with a qualified tax advisor.
1. Click on the ‘Federal Taxes’ tab and click ‘Continue.’2. Click on ‘I’ll choose what I work on’ on the next page ‘How do you want to enter your income?’3. Click on ‘Start/Update’ next to ‘Stocks, Mutual Funds, Bonds, Other’ under ‘Investment Income’section. Click ‘Edit’ to view sells.92019/2020 Turbo Tax Guide Investor EditionThis information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss yourspecific tax issues with a qualified tax advisor.
4. Click ‘Edit’ again to validate cost basis information such as Date of Acquisition and Sold, Proceeds,Cost Basis, Type of Gain or Loss. Click ‘I’ll enter additional info on my own’ to validate and editother cost basis information such as Accrued market discount, Wash sale loss disallowed, Federaland State Withholding, etc., if applicable.1. Click on the ‘Federal Taxes’ tab and click ‘Continue.’2. Click on ‘I’ll choose what I work on’ on the next page ‘How do you want to enter your income?’3. Click on ‘Update’ next to ‘Income from Form 1099-MISC’ under ‘1099-MISC and Other‘Common Income’ section.102019/2020 Turbo Tax Guide Investor EditionThis information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss yourspecific tax issues with a qualified tax advisor.
4. Click ‘Edit’ to review full details of 1099-MISC (‘My form has info in boxes 1-18’ is requiredto check).112019/2020 Turbo Tax Guide Investor EditionThis information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss yourspecific tax issues with a qualified tax advisor.
1. Click on the ‘Federal Taxes’ tab and click ‘Continue.’2. Click on ‘I’ll choose what I work on’ on the next page ‘How do you want to enter your income?’3. Click on ‘Update’ next to ‘1099-OID, Foreign Accounts’ under ‘Interest and Dividends’ section.122019/2020 Turbo Tax Guide Investor EditionThis information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss yourspecific tax issues with a qualified tax advisor.
1. Click on the ‘Federal Taxes’ tab and click ‘Continue.’2. Click on ‘I’ll choose what I work on’ on the next page ‘How do you want to enter your income?’3. Click on ‘Update’ next to ‘IRA, 401(k), Pension Plan Withdrawals (1099-R)’ under‘Retirement Plans and Social Security’ section.4. Click ‘Edit’ on ‘Your 1099-R Entries’ page.132019/2020 Turbo Tax Guide Investor EditionThis information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss yourspecific tax issues with a qualified tax advisor.
142019/2020 Turbo Tax Guide Investor EditionThis information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss yourspecific tax issues with a qualified tax advisor.
Q: When should I log onto Turbo Tax to start my 2019 tax filing?A: Once you have received all tax statements in the mail.Q: I have multiple accounts; will all tax statements be available after logging in with myusername and password?A: Yes, all available tax statements will be selected for all your accounts under oneaffiliate. However, we recommend you wait to download your tax statements until youhave received all tax statements in the mail to compare the data and ensure theTurboTax download is complete and accurate.Q: Which tax forms can I import into Turbo Tax?A: 1099-B, Proceeds From Broker and Barter Exchange Transactions 1099-DIV, Dividends and Distributions 1099-INT, Interest Income 1099-OID, Original Issue Discount 1099-MISC, Miscellaneous Income 1099-RPlease note that tax statements, such as 1099-Q and the REMIC statement, not listedabove are currently unavailable for import into TurboTax. You will need to manuallyenter these items into TurboTax. Make sure you compare and verify all imported dataagainst all tax statements you receive in the mail.Q: What should I do if I receive a corrected tax statement?A: You can remove previously imported data and then re-import all tax data, or you maymanually adjust your TurboTax return according to the corrected tax statements youreceived in the mail. Please make sure you carefully review and verify all data against themailed copy of the tax statements you receive. To re-import data click the File menu,select Remove Imported Data, select the appropriate account number and click RemoveAll. Then you can re-import the corrected tax information.152019/2020 Turbo Tax Guide Investor EditionThis information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss yourspecific tax issues with a qualified tax advisor.
Q: I have foreign tax withheld on my 1099-DIV and TurboTax is asking me how much are‘Foreign Dividends Received.’ What should I enter?A: This will require you to review the hard copy mailed to you. The 1099-DIV detailsection is grouped by Security, so you will be able to see which CUSIPs had ‘TAX ATSOURCE’ for 1099-DIV Box 6 (foreign tax). There will also be a country designation tothe right in the CTRY column for any foreign securities. The sum of the subtotals foreach foreign security net of foreign tax is the total ‘Foreign Dividends Received.’Q: I have some expired options and option sale transactions in 2019. They’re reported onmy 1099-Consolidated statement. Will I see those items in Turbo Tax?A: Yes, these transactions should be reported on your IRS Form 8949 (Box C) andSchedule D.Q: Who do I contact for additional TurboTax assistance?A: For any technical questions, please contact Intuit TurboTax. For questions in regards to the tax data from LPL Financial, please contact yourfinancial advisor.162019/2020 Turbo Tax Guide Investor EditionThis information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss yourspecific tax issues with a qualified tax advisor.
This material was prepared by LPL Financial, LLC.Securities and advisory services offered through LPL Financial (LPL), a registered investmentadvisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or itslicensed affiliates. To the extent you are receiving investment advice from a separately registeredindependent advisor, please note that LPL is not an affiliate of and makes no representation with respectto such entity.If your advisor is located at a bank or credit union, please note that the bank/credit union is notregistered as a broker-dealer or investment advisor. Registered representatives of LPL may also beemployees of the bank/credit union. These products and services are being offered through LPL or itsaffiliates, which are separate entities from, and not affiliates of, the bank/credit union. Securities andinsurance offered through LPL or its affiliates are:Not Insured byFDIC/NCUA or Any OtherGovernment AgencyNot Bank/Credit UnionGuaranteedNot Bank/Credit UnionDeposits or ObligationsMay Lose ValueLPL and Intuit are not affiliated entities.Tracking # 1-9380554172019/2020 Turbo Tax Guide Investor EditionThis information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss yourspecific tax issues with a qualified tax advisor.
1099-MISC: Miscellaneous Income, except for Line 3 (Other income) 1099-B: Proceeds from Broker and Barter Exchange Transactions 1099-OID: Original Issue Discount 1099-R Specific statement information NOT available for download includes: 1099-Q 5498-IRA 5498-ESA You will need to have an active Account View profile to upload your tax data into
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